Filed June 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,483 | $67,166+213.4% | $57,343+267.1% | $55,191+281.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 75.1%+23.1pp | 69.2%+29.0pp |
| Annual return | 2.33% | 4.22%-1.9pp | 24.39%-22.1pp | 10.78%-8.4pp |
| Employer contribution / active EE | $6,073 | $2,812+116.0% | $2,689+125.9% | $1,899+219.9% |
| Participant deferral / active EE | $7,264 | $2,835+156.2% | $3,162+129.7% | $3,046+138.4% |
| Admin fee / account holder | $25 | $44-41.9% | $3,356-99.2% | $91-72.1% |